Turn verified service requests into tasks
Move from a checked service location to a concrete task without another round of manual transcription.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Work requests can sit idle while you copy the location and task details into your project system.
- Turn a request into an actionable task
- Keep location context tied to the task request
- Call out missing title or project details
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary task from the request title and supplied project context, using Addresszen verification results to flag location issues.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real work request.
Questions about this workflow
Can this workflow assign the task?
The action can optionally associate an assignee, but the request must supply the intended assignee information.
Does the workflow create a task only after verification succeeds?
You can instruct Notis to require a successful Addresszen result and report requests that do not meet that condition.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Clientary. A trigger fires from one place; an action lands in another.
Addresszen triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Addresszen and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.